Skip to main content

Publish different InfoPath forms into a single library

Versions used in this article: InfoPath 2010 and SharePoint 2010

Recently, there was a need to use single library to hold multiple InfoPath forms. This was achieved by publishing InfoPath forms as Content Types. Here are simple steps to achieve this.

1.    You need a library which stores forms Content Types.
2.    Publish form as content type.
3.    Add Content type to forms library.
4.    Add different forms using content type.

Let me detail it out.
1.    Create a library or use any existing document library to hold the forms content types.
2.    Open InfoPath Designer
    a.    Design the form as per your need.
    b.    Save the form in your machine.
    c.    Go to File->Publish->Select SharePoint Server.
    d.    In the wizard, enter your site URL.
    e.    Next, select the option “Site Content Type”.
    f.    Next, select “Create a new content type”.
    g.    Next, Type name and description for the content type.
    h.    Next, select/type the document library URL which you have created in step 1.
           Here towards the end of path, type the name for the file (.xsn is automatically added).
           You can see how this form gets uploaded at step “j” below.
    i.    Next, select columns and define parameters (optional and as per your need).
    j.    You can verify the information. If everything looks fine, click Publish.
          Wait till you get success message. Click on Close to dismiss wizard.
3.    Go to the forms library
    a.    Go to Library settings -> Advanced settings.
           Ensure that “Allow management of content types” is set to Yes.
    b.    Under Library settings, under Content Types, click on “Add from existing site content types”.
    c.    Select the newly created content type.
4.    In the forms library,
    a.    Go to Documents tab, click on “New Documents” menu.
    b.    You can your newly published content type. Select the content type and fill up the form and Save.

Follow the above steps# 2-4 for different types of InfoPath Forms.
Labels:

Comments

  1. UnknownApril 30, 2013 at 12:20 PM

    This comment has been removed by the author.

    ReplyDelete
  2. UnknownApril 30, 2013 at 12:21 PM

    infopath
    I am always following your blog! Your blog posts helped me a lot and in different issues. More then this, I recomended the blog to all my colleagues. Thank you for the great job you do!

    ReplyDelete

Post a Comment

Popular posts from this blog

How to get SharePoint List or Library GUID via REST

Sometimes, you would need List or Library GUID to use that in some operation. In such cases, how do you get hold of GUID using REST API? There is a straight-forward end point which you can use: /_api/web/lists/getByTitle('ListTitle')/Id This will return the GUID of a List or Library. There is also another approach. However this approach works only if a List or Library contains at least one item. /_api/web/lists/getByTitle('ListTitle')/items This is a familiar end point which we use to fetch items of a List or Library. To get the GUID from the response, you would do: var listIDTemp = response.data.d.results[0].__metadata.id; var listID = listIDTemp.substring(listIDTemp.lastIndexOf("guid") + 5).split('\'')[0]; As you can see, we are doing string operations to fetch GUID from metadata.id. This contains information only if the response has at least one item.
Post a Comment
Read more

How to update Person field with multiple values using REST API

Person or Group field in SharePoint is similar to a Lookup field. When you are updating this field using REST API, you need to append "Id" to the name of the column in the body construct. For example, the body construct looks like this: data: { "__metadata": { "type": "SP.Data. ListName ListItem" }, "Title": "First Item", " PeopleField Id": "4" }; The highlighted portions should be replaced by the actual List Name and Column Name. In the above example, the REST call is updating a List item with Title and People columns. How to get the value for user ID ("4" in the above example) needs a separate explanation and that will be my next post! The above example works fine if Person field is configured to accept only one value. If we change the Person field to accept multiple values, how do we pass more than one value in the REST call? Since we normally separate user names with semicolon in peop
12 comments
Read more

All about SharePoint List View Styles

Sometimes, there are out of the box features which we tend to ignore and later when we do apply, we are more than happy about the feature which is readily available in SharePoint. One such feature is List View Style. I never thought I would write a post on this. However, whenever I spoke about this with users, people were excited to see the result. That prompted me to write this post. Instead of getting into only theory part, I will basically take use cases where these styles can be applied and also touch up on on some minor limitations with certain style. When you are creating/modifying a List view, you will get an option to select View Style. As shown below, there are 8 options available and Default is always set if you ignore this style. List of View Styles I will take typical Contact List and Announcement List to explian about these styles. Let us go one by one. Default: This view, as name suggest, is the default style in a view. This is one of the widely seen style
1 comment
Read more